TESTIMONIALS

"Your Clock Model for Succession Planning is perfection. At last, my clients understand how the various parts of their business fit together and I can better help them approach their whole business."

Bill Hagerty, CLU, Registered Investment Advisor Representative

Eagle Strategies Corp.

"When you started your presentation on succession planning, I thought this was going to be a long hour. . . your presentation was riveting."

Lyle E. Miller, CSA, Exit Planning Advisor

Lyle Miller, Exit Planning for Business Owners

"Over the time I have worked with COPE, they have demonstrated an unwavering commitment to the highest quality and to developing solutions to the specific needs of each client."

Jeffrey B. Carr, Vice President & Economist
Economic & Policy Resources

"COPE's commitment to the community goes well beyond the bottom line."

Molly Lambert, President

Vermont Captive Insurance Association

"VEDA has used Cope & Associates, Inc. for operational process reengineering as well as human resource management. They are an excellent resource in both areas and provided great benefit to our organization at a reasonable cost."

David E. Carter, Chief Financial Officer

Vermont Economic Development Authority

"COPE HR has been a tremendous ally and resource... organized, thorough, gentle with bad news and enthusiastic with the good news."

Rachel Lee, President

Armistead Caregiver Services

"Dynamic speaker... The facilitator was very open to questions... The activities were helpful and creative... Great handouts... Presenter was very knowledgeable and examples were helpful... Thank you! Thank you! Thank you!"

Comments from workshop evaluations